Adrien Daumal Email & Phone Number

Geneva, Switzerland

Geneva, Switzerland

Levallois-Perret, Île-De-France, France

- Activity management and distribution of tasks (Subscription, transfert,management acts, regularisation, terminations). Creation of detailed activityreports for accurate monitoring and constant performance evaluation.- Project and partnership follow-up: Intermediary between IT teams, technicalmanagement, commercial management.- Optimizing processes by ensuring harmony between the management teamsinvolved in a product and financial partnership. Organization and facilitation of partnership meetings to ensure effective collaboration and concerted decision-making.- Support and training of the teams as well as the French distribution network and its players.- KYC - AML/CFT control and validation for legal entities. Compliance with anti-money laundering and anti-terrorist financing standards, to ensure the compliance and security of operations.- Internal control activity coordinator: Analysis, control and maintenance of the 90% compliance rate by updating operating procedures, training plans, personalized support for operators to guarantee optimum compliance and high-level performance.

Paris, Île-De-France, France

- Monitoring and management of partnership files: Analysis of proof ofactivity, updating of partnerships.- Analysis, study, implementation of PEE/PEI; PERECOI/PER; PERIN/ PERP products: Verification of the conformity of the file and its supporting elements, confirmation of eligibility.- Partner support: Assistance with the challenges of the PACTE law, setting up profit-sharing agreements, calculation methods, legal ceilings, TNS and employee operations.

Arcueil, Île-De-France, France

- Redemption and calculation of Mutual Funds units, Calculation of profit-sharing investment- Control of buy-out operations and training of teams- Customer relations (BtoC and BtoB)- Account mergers - Correspondence with employee savings advance organizations- Development and drafting of internal control processes (international transfers) - Juniors Trainer - Receipt of employee savings data entry software (payments, intéressement, participation).

Paris, Île-De-France, France

- Sales of savings and insurance products, claims management, sales actions :- Advice on insurance products: personal protection, funeral cover, property and personal insurance- Advice on regulated investments: LA, LJ, LDD, PEL, CEL, CTO, PEA, ASV- Customer portfolio development (vacant portfolio)- Sale, set-up, management and entry of basic banking operations (transfers, cards, checkbooks, bills of exchange, contract life management)

Vélizy-Villacoublay, Île-De-France, France

Member of a newly-established bank branch :- Introduction to banking (mutual and cooperative banks) - Counter management - Prospecting - Sale of regulated savings products - Help with general meetings- Cheque cashing- Execution of banking transactions- General meeting preparation- Hosting special events

Licence Professionnelle Banque Assurance Finance

Activities and Societies: Formation assurée en collaboration entre L'Université Versailles Saint Quentin (UVSQ), le centre de formation.

Bts Banque